See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,687 | $95,862-0.2% | $79,550+20.3% | $134,475-28.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.60% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,048 | $3,128-34.5% | $2,413-15.1% | $4,740-56.8% |
| Participant deferral / active EE | $3,803 | $4,693-19.0% | $3,985-4.6% | $6,400-40.6% |
| Admin fee / account holder | $21 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |